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CRM Module

From first enquiry to signed quotation, nothing slips.

BizMagnet CRM keeps your leads, deals, contacts and follow-ups in one place, and it's built into your ERP. Quotations are created from the deal, and won customers become ERP customers in a click.

Try the Pipeline Book a Demo
  • Leads
  • Deals & pipelines
  • Contacts & tags
  • Tasks
  • Quotations
Deals & pipelines

Drag a deal. Watch the forecast move.

Each stage carries its own win probability and colour. Drag deals between stages, or use the arrows, and see the pipeline value and the probability-weighted value update.

PipelineCorporate sales
Open pipeline SAR 0 Weighted SAR 0 Won SAR 0
New 10%
Qualified 30%
Proposal 60%
Negotiation 80%
Closed – Won 100%

Illustrative pipeline. Stages, probabilities and colours are set per pipeline in BizMagnet.

Built into your ERP

No copying between systems

Because CRM sits inside BizMagnet ERP, the deal your salesperson works on is the same record your sales and accounts teams see.

  1. Lead

    Capture source, status, owner, company and contact. Work leads in a list or on a kanban board.

  2. Deal

    Create the deal with the lead, then track value, probability, owner, next action and deadline.

  3. Quotation

    Build the ERP sales quotation from inside the deal, and see every quote linked to it.

  4. ERP customer

    Turn a lead or contact into an ERP customer, ready for invoicing, credit and statements.

Tasks & follow-ups

Every call, meeting and follow-up, in the view that suits you

Tasks carry a type, priority, status, owner and dates, and link back to their lead or deal. Switch views to plan the week.

  • List, kanban and calendar views of the same tasks
  • Activity log on each task, linked to the lead or deal
  • Reminder date and time stored on every task. Coming soon Notifications that actually remind you.
My tasks · this week
📞Call procurement managerAl-Faisal Group · dealHighThu 10:00
📅Site visit for setup scopeAl-Faisal Group · dealMediumThu 14:30
✉️Send revised proposalGulf Projects · dealHighMon 09:00
📞Qualify inbound enquiryNoor Clinics · leadLowTue 11:00
📅Contract review meetingAtlas Trading · dealMediumWed 16:00

To do

Qualify inbound enquiryNoor Clinics · Tue
Contract review meetingAtlas Trading · Wed

In progress

Call procurement managerAl-Faisal Group · Thu
Site visit for setup scopeAl-Faisal Group · Thu

Done

Send revised proposalGulf Projects · Mon

Mon20

09:00 Revised proposal

Tue21

11:00 Qualify enquiry

Wed22

16:00 Contract review

Thu23

10:00 Procurement call14:30 Site visit

Fri24

Contacts & tags

Find the right people in seconds

Tag contacts however your team thinks, then filter with AND or OR. Try it: pick tags and switch the logic.

Tags
KA
Khalid Al-FaisalProcurement Director · Al-Faisal Group
VIPRiyadhDecision maker
NH
Noura HassanOperations Manager · Atlas Trading
RiyadhRenewal due
OM
Omar MalikCFO · Gulf Projects Co.
Decision maker
LS
Layla SaeedOwner · Noor Clinics
VIPRenewal due
FR
Faisal RahmanIT Lead · Atlas Trading
Riyadh
SA
Sami Al-OtaibiGeneral Manager · Otaibi Holdings
VIPRiyadhDecision makerRenewal due

No contact has all of those tags. Switch to "Any (OR)".

Showing 6 of 6 contacts Import contacts from Excel with a ready template · Contact export Coming soon
Where things stand

What's live today, and what's next

Live now Available

  • LeadsSource, status, owner, company and contact, in list and kanban views.
  • DealsValue, win probability, owner, next action, deadline and closing date.
  • Multiple pipelinesYour own stages, each with a probability and colour.
  • Drag-and-dropMove deals between stages on the kanban board.
  • Quotations from dealsCreate and list ERP sales quotations inside the deal.
  • ERP customersCreate an ERP customer from a lead or contact.
  • TasksType, priority, status, owner and dates, in list, kanban and calendar views.
  • Contacts & tagsFull address, company link, lifecycle stage, tags and Excel import.
  • Activity logsLogged on tasks and linked to the lead or deal.
  • Search & filtersBy date range, owner, branch, pipeline, and tags with AND/OR.

Coming soon In development

  • CRM dashboard & reportsPipeline value, deals by stage, conversion and forecasts.
  • Reminder notificationsAlerts when a task's reminder is due.
  • Email & WhatsAppMessage contacts from inside the CRM.
  • Web lead formsCapture enquiries from your website straight into leads.
  • Lost reasonsRecord why deals were lost, and learn from them.
  • Custom fields & saved viewsShape records and lists to your process.
  • Attachments & contact exportFiles on records, and export to Excel.
  • Team visibility & assignment rulesControl who sees and receives what.

Roadmap items are in development. We'll confirm timelines for the features you need during your demo.

FAQ

Questions sales teams ask

How does the CRM connect to sales and accounts?
The CRM is part of BizMagnet ERP. You create sales quotations from inside a deal, and you can turn a lead or contact into an ERP customer, ready for invoices, credit limits and statements.
Can we run more than one sales pipeline?
Yes. Create as many pipelines as you need, such as corporate, retail or projects, each with its own stages, win probabilities and colours. Move deals between stages by drag and drop.
Will the CRM remind us about follow-ups?
Every task stores its due dates and a reminder date and time, and you can see what's due in list, kanban or calendar view. Reminder notifications that alert you automatically are coming soon.
Can we import our existing contacts?
Yes. Download the Excel template, fill in your contacts and import them in bulk. Exporting contacts back to Excel is coming soon.
Is there a CRM dashboard?
Not yet. A CRM dashboard with pipeline value, deals by stage and conversion reports is on our roadmap. Today the pipeline, lead and task boards give you a live view of where things stand.
Can we send emails or WhatsApp messages from the CRM?
Not yet. Contacts store email and WhatsApp numbers, and messaging from inside the CRM is coming soon.

Give your sales team one place to work

We'll set up your pipelines and stages, import your contacts, and connect quotations to your ERP, so your next deal is tracked from the first call.

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